with Kevin Muir and Patrick Ceresna
In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh Young from Bison Interests. Josh has been hitting out of the park when it comes to his energy picks, and he comes back to the Market Huddle to give us his new picks.
In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of The Macro Compass. They have a terrific discussion about the macro environment and why even though the sovereign is a currency issuer and not a user, there are still major disinflationary tendencies that are difficult to overcome.